The following tables break down the Income Tax Statistics into different Gross Income levels.

Adjusted Gross Income: Under $10,000 [1]

Number of tax returns [1]

2,590,907

Number of joint returns

310,109

Number of returns with paid preparer's signature

1,502,184

Number of exemptions

3,020,155

Number of dependents

479,977

Adjust gross income (AGI) [2]

$7,897,886,687

Salaries and wages

$12,150,295,008

Taxable interest

$1,823,178,952

Ordinary dividends

$951,680,402

Business or professional net income (less loss)

$370,310,880

Net capital gain (less loss)

$895,860,169

Taxable individual retirement arrangements distributions

$494,090,626

Taxable pensions and annuities

$1,052,244,443

Unemployment compensation [3]

$367,661,968

Taxable Social Security benefits

$1,642,439

Self-employment retirement plans

$3,438,527

Total itemized deductions [4]

$7,626,812,530

State and local income taxes

$577,991,408

State and local general sales tax

$38,430,883

Real estate taxes

$949,260,158

Taxes paid

$1,659,549,287

Mortgage interest paid

$3,583,728,922

Contributions

$64,094,385

Taxable income

$602,750,823

Total tax credits [5]

$2,222,792

Residential energy tax credit

$0

Child tax credit

$4,093

Child and dependent care credit

$0

Earned income credit [6]

$926,685,321

Excess earned income credit (refundable) [7]

$766,272,802

Alternative minimum tax

$492,987

Income tax [8]

$63,097,102

Total tax liability [9]

$512,072,692

Tax due at time of filing [10]

$174,978,467

Overpayments refunded [11]

($2,240,910,396)

Adjusted Gross Income: $10,000 under $25,000

Number of tax returns [1]

3,629,224

Number of joint returns

683,929

Number of returns with paid preparer's signature

2,397,910

Number of exemptions

7,052,424

Number of dependents

1,538,563

Adjust gross income (AGI) [2]

$62,532,984,995

Salaries and wages

$48,664,573,915

Taxable interest

$1,536,287,202

Ordinary dividends

$796,114,059

Business or professional net income (less loss)

$5,499,930,411

Net capital gain (less loss)

($36,727,141)

Taxable individual retirement arrangements distributions

$1,027,290,417

Taxable pensions and annuities

$4,095,790,441

Unemployment compensation [3]

$1,827,800,951

Taxable Social Security benefits

$224,874,335

Self-employment retirement plans

$13,656,221

Total itemized deductions [4]

$7,812,572,029

State and local income taxes

$252,957,238

State and local general sales tax

$111,225,590

Real estate taxes

$903,439,252

Taxes paid

$1,378,955,217

Mortgage interest paid

$3,751,218,590

Contributions

$384,529,919

Taxable income

$16,007,049,574

Total tax credits [5]

$331,261,485

Residential energy tax credit

$28,628

Child tax credit

$140,333,547

Child and dependent care credit

$16,453,706

Earned income credit [6]

$3,537,613,784

Excess earned income credit (refundable) [7]

$3,031,060,619

Alternative minimum tax

$1,135,228

Income tax [8]

$1,400,244,428

Total tax liability [9]

$2,334,649,610

Tax due at time of filing [10]

$378,221,221

Overpayments refunded [11]

($7,044,943,802)

Adjusted Gross Income: $25,000 under $50,000

Number of tax returns [1]

3,777,895

Number of joint returns

1,157,205

Number of returns with paid preparer's signature

2,468,433

Number of exemptions

8,275,611

Number of dependents

1,652,107

Adjust gross income (AGI) [2]

$136,709,802,696

Salaries and wages

$113,431,750,329

Taxable interest

$2,547,698,156

Ordinary dividends

$1,414,775,149

Business or professional net income (less loss)

$5,534,548,630

Net capital gain (less loss)

$70,679,069

Taxable individual retirement arrangements distributions

$1,981,395,616

Taxable pensions and annuities

$8,384,792,435

Unemployment compensation [3]

$2,093,983,540

Taxable Social Security benefits

$2,579,713,554

Self-employment retirement plans

$80,109,217

Total itemized deductions [4]

$21,860,110,746

State and local income taxes

$1,209,474,286

State and local general sales tax

$314,401,294

Real estate taxes

$2,515,153,292

Taxes paid

$4,363,865,174

Mortgage interest paid

$10,676,168,389

Contributions

$1,423,506,582

Taxable income

$67,703,583,870

Total tax credits [5]

$1,508,587,675

Residential energy tax credit

$695,207

Child tax credit

$1,021,131,244

Child and dependent care credit

$104,951,791

Earned income credit [6]

$867,383,061

Excess earned income credit (refundable) [7]

$695,711,381

Alternative minimum tax

$319,049

Income tax [8]

$7,045,047,369

Total tax liability [9]

$8,110,710,940

Tax due at time of filing [10]

$881,463,824

Overpayments refunded [11]

($7,675,342,397)

Adjusted Gross Income: $50,000 under $75,000

Number of tax returns [1]

2,114,223

Number of joint returns

984,434

Number of returns with paid preparer's signature

1,383,261

Number of exemptions

4,850,401

Number of dependents

883,675

Adjust gross income (AGI) [2]

$129,957,372,809

Salaries and wages

$103,796,226,751

Taxable interest

$2,723,335,297

Ordinary dividends

$1,703,695,253

Business or professional net income (less loss)

$4,202,437,384

Net capital gain (less loss)

$249,775,215

Taxable individual retirement arrangements distributions

$2,443,661,084

Taxable pensions and annuities

$9,829,972,659

Unemployment compensation [3]

$1,019,422,252

Taxable Social Security benefits

$4,301,150,462

Self-employment retirement plans

$139,296,615

Total itemized deductions [4]

$27,513,197,510

State and local income taxes

$2,731,064,332

State and local general sales tax

$269,738,882

Real estate taxes

$3,227,403,879

Taxes paid

$6,611,513,899

Mortgage interest paid

$13,454,780,162

Contributions

$2,054,824,973

Taxable income

$77,939,559,511

Total tax credits [5]

$1,231,214,782

Residential energy tax credit

$2,434,182

Child tax credit

$967,822,313

Child and dependent care credit

$69,775,294

Earned income credit [6]

$0

Excess earned income credit (refundable) [7]

$0

Alternative minimum tax

$7,912,619

Income tax [8]

$10,223,871,373

Total tax liability [9]

$11,087,275,930

Tax due at time of filing [10]

$996,219,014

Overpayments refunded [11]

($5,095,646,536)

Adjusted Gross Income: $75,000 under $100,000

Number of tax returns [1]

1,313,113

Number of joint returns

823,914

Number of returns with paid preparer's signature

862,370

Number of exemptions

3,258,958

Number of dependents

581,354

Adjust gross income (AGI) [2]

$113,620,429,585

Salaries and wages

$89,266,017,456

Taxable interest

$2,402,885,809

Ordinary dividends

$1,622,421,274

Business or professional net income (less loss)

$3,521,077,999

Net capital gain (less loss)

$417,112,256

Taxable individual retirement arrangements distributions

$2,461,870,774

Taxable pensions and annuities

$8,830,141,646

Unemployment compensation [3]

$584,225,009

Taxable Social Security benefits

$3,589,507,410

Self-employment retirement plans

$154,118,985

Total itemized deductions [4]

$26,671,379,333

State and local income taxes

$3,817,293,536

State and local general sales tax

$164,954,889

Real estate taxes

$3,154,895,999

Taxes paid

$7,474,390,975

Mortgage interest paid

$12,945,119,016

Contributions

$2,116,827,878

Taxable income

$72,528,745,486

Total tax credits [5]

$934,235,521

Residential energy tax credit

$1,895,353

Child tax credit

$689,333,899

Child and dependent care credit

$58,109,717

Earned income credit [6]

$0

Excess earned income credit (refundable) [7]

$0

Alternative minimum tax

$24,984,811

Income tax [8]

$10,344,959,262

Total tax liability [9]

$11,070,793,758

Tax due at time of filing [10]

$853,993,473

Overpayments refunded [11]

($3,861,557,435)

Adjusted Gross Income: $100,000 under $200,000

Number of tax returns [1]

1,829,708

Number of joint returns

1,423,394

Number of returns with paid preparer's signature

1,205,467

Number of exemptions

5,005,357

Number of dependents

927,688

Adjust gross income (AGI) [2]

$248,301,046,854

Salaries and wages

$195,088,663,775

Taxable interest

$5,177,241,277

Ordinary dividends

$4,162,054,737

Business or professional net income (less loss)

$9,188,662,682

Net capital gain (less loss)

$2,353,395,771

Taxable individual retirement arrangements distributions

$5,172,448,318

Taxable pensions and annuities

$15,395,139,067

Unemployment compensation [3]

$719,835,171

Taxable Social Security benefits

$4,747,010,540

Self-employment retirement plans

$845,073,918

Total itemized deductions [4]

$61,102,538,393

State and local income taxes

$12,740,160,856

State and local general sales tax

$153,056,273

Real estate taxes

$7,461,534,870

Taxes paid

$20,932,830,873

Mortgage interest paid

$28,360,567,239

Contributions

$5,021,637,469

Taxable income

$168,336,514,589

Total tax credits [5]

$843,579,886

Residential energy tax credit

$6,632,340

Child tax credit

$522,152,684

Child and dependent care credit

$105,881,707

Earned income credit [6]

$0

Excess earned income credit (refundable) [7]

$0

Alternative minimum tax

$379,293,551

Income tax [8]

$29,770,334,943

Total tax liability [9]

$31,367,710,691

Tax due at time of filing [10]

$2,457,748,543

Overpayments refunded [11]

($6,787,374,292)

[1] Includes returns with adjusted gross deficit.

[2] Less deficit.

[3] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. This fund only applies to statistics in the U.S. totals, and the state of Alaska.

[4] "Itemized deductions" include any amounts reported by the taxpayer, even if they could not be used in computing "taxable income," the base on which the regular income tax was computed. Thus, total itemized deductions include amounts that did not have to be reported by taxpayers with no "adjusted gross income." (Adjusted gross income is the total from which these deductions would normally be subtracted.) In addition, if standard and itemized deductions were both reported on a tax return, the form of deduction actually used in computing income tax was the one used for the statistics. Therefore, if the standard deduction was the form of deduction used, the total reported for itemized deductions was excluded from the statistics. However, the component deductions were not similarly excluded. As a result, the number of returns and related amounts for the component deductions are slightly overstated in relation to the grand total shown for itemized deductions. These components are also overstated in relation to the total because there was a statutory limitation on the total of itemized deductions that could be claimed by certain high-income taxpayers. This limitation did not affect the component deductions, the sum of which therefore exceeded the total used in computing income tax.

[5] "Total tax credits" excludes the "earned income credit" which is shown separately.

[6] "Earned income credit" includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 7 below for explanation of the refundable portion of the earned income credit.

[7] The refundable portion of the "earned income credit" equals "total income tax" minus the "earned income credit". If the result is negative, this amount is considered the refundable portion.

[8] "Income tax" is in general, the same as "income tax after credits" which was redefined in Tax Year 2000 to include the "alternative minimum tax (AMT)". Zip Code table "Income tax" differs from "total income tax" (in other tables) in that the Zip Code table "Income tax" is after the subtraction of all tax credits except the earned income credit. See footnote 6 and 7 above, for an explanation of the treatment of the earned income credit. "Income tax" reflects the amount reported on the tax return and is, therefore, before any examination or enforcement activities by the Internal Revenue Service. It represents the tax filer reported income tax liability that was payable to the U.S. Department of the Treasury.

[9] For the Zip Code tables, "Total tax liability" differs from "Income tax," in that "Total tax liability" includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), Social Security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain "other taxes" listed in the Form 1040 instructions.

[10] Reflects payments to or withholdings made to "Total tax liability" (footnote 9). The amount the tax filer owes when the income tax return is filed.

[11] The amount of overpayments the tax filer requested to have refunded.

ZIP-Codes.com Products

ZIP Code DatabaseGet all US ZIP Codes and their information in one easy to use database.